Who owns BUXX
Which tracked institutional funds hold BUXX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUXX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened BUXX while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BUXX’s largest tracked holder by dollar value, Rockport Wealth LLC, sizes it at 12.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BUXX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 64 tracked filers holding BUXX, 41 increased or opened the position and 35 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BUXX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Hobbs Group Advisors, LLC$3M
- NWAM LLC$3M
- Foundations Investment Advisors, LLC$2M
- PRIMORIS WEALTH ADVISORS, LLC$1M
- Allworth Financial LP$1M
- Synergy Asset Management, LLC$985K
Full exits 7
- McIlrath & Eck, LLC$37M
- Orion Porfolio Solutions, LLC$6M
- Cambridge Investment Research Advisors, Inc.$6M
- TCFG WEALTH MANAGEMENT, LLC$4M
- HighTower Advisors, LLC$2M
- Atria Investments, Inc$1M
Largest adds
- MML INVESTORS SERVICES, LLC$5M
- OxenFree Capital LLC$3M
- WMG Financial Advisors, LLC$3M
- UPTICK PARTNERS, LLC$2M
- NewEdge Advisors, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$2M
Largest trims
- Farther Finance Advisors, LLC$5M
- TCFG Investment Advisors, LLC$3M
- STIFEL FINANCIAL CORP$3M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Advyzon Investment Management, LLC$819K
- Kovack Advisors, Inc.$377K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Rockport Wealth LLC added | 3,750,225 | $76M | 24.5% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 1,152,858 | $23M | 7.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,140,711 | $23M | 7.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 584,617 | $12M | 3.8% | 2026-Q2 |
| Copia Wealth Management added | 517,622 | $10M | 3.4% | 2026-Q2 |
| OxenFree Capital LLC added | 401,157 | $8M | 2.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 380,302 | $8M | 2.5% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 302,685 | $6M | 2.0% | 2026-Q2 |
| Grantvest Financial Group LLC added | 237,766 | $5M | 1.6% | 2026-Q2 |
| Haven Private, LLC added | 202,803 | $4M | 1.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 196,132 | $4M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 179,985 | $4M | 1.2% | 2026-Q2 |
| Hobbs Group Advisors, LLC new | 149,229 | $3M | 1.0% | 2026-Q2 |
| NWAM LLC new | 141,275 | $3M | 0.9% | 2026-Q2 |
| Tidal Investments LLC added | 138,724 | $3M | 0.9% | 2026-Q2 |
| Integrated Advisors Network LLC added | 126,816 | $3M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 124,760 | $3M | 0.8% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 123,440 | $2M | 0.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 113,401 | $2M | 0.7% | 2026-Q2 |
| TCP Asset Management, LLC trimmed | 109,249 | $2M | 0.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 104,020 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 94,903 | $2M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 91,735 | $2M | 0.6% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 88,727 | $2M | 0.6% | 2026-Q2 |
| Prostatis Group LLC trimmed | 83,695 | $2M | 0.5% | 2026-Q2 |
| Essex Financial Services, Inc. added | 80,126 | $2M | 0.5% | 2026-Q2 |
| THRYVE WEALTH MANAGEMENT LLC added | 78,341 | $2M | 0.5% | 2026-Q2 |
| Ergawealth Advisors, Inc. trimmed | 76,761 | $2M | 0.5% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC new | 63,301 | $1M | 0.4% | 2026-Q2 |
| Ethos Financial Group, LLC added | 59,981 | $1M | 0.4% | 2026-Q2 |
| Fiscal Wisdom Wealth Management, LLC trimmed | 54,091 | $1M | 0.4% | 2026-Q2 |
| Realta Investment Advisors added | 53,951 | $1M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 50,231 | $1M | 0.3% | 2026-Q2 |
| Ascent Advisors, LLC added | 49,814 | $1M | 0.3% | 2026-Q2 |
| Synergy Asset Management, LLC new | 48,660 | $985K | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 44,051 | $892K | 0.3% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 42,734 | $865K | 0.3% | 2026-Q2 |
| Brookwood Investment Group LLC added | 41,870 | $847K | 0.3% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 36,550 | $740K | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 34,685 | $702K | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 34,196 | $692K | 0.2% | 2026-Q2 |
| Convergence Financial, LLC new | 30,111 | $609K | 0.2% | 2026-Q2 |
| HICKS CAPITAL MANAGEMENT LLC trimmed | 25,317 | $512K | 0.2% | 2026-Q2 |
| CLG LLC trimmed | 25,125 | $509K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC | 24,700 | $500K | 0.2% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 23,501 | $476K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,793 | $441K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 20,989 | $424K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 19,164 | $388K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 18,846 | $381K | 0.1% | 2026-Q2 |
| Estate Planners Group, LLC added | 16,772 | $339K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners added | 16,395 | $332K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 16,201 | $328K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 14,956 | $303K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 14,609 | $296K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 14,229 | $288K | 0.1% | 2026-Q2 |
| Cannon Advisors, Inc. trimmed | 13,843 | $280K | 0.1% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 13,000 | $263K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 10,599 | $215K | 0.1% | 2026-Q2 |
| Corus Family Wealth Advisors new | 9,989 | $202K | 0.1% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC trimmed | 6,700 | $136K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 5,440 | $110K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 500 | $10K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 100 | $2K | 0.0% | 2026-Q2 |
| McIlrath & Eck, LLC added | 1,821,941 | $37M | 11.9% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 318,427 | $6M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 301,994 | $6M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| TCFG WEALTH MANAGEMENT, LLC added | 211,159 | $4M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 82,839 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 51,240 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ added | 34,014 | $689K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mutual Advisors, LLC trimmed | 12,240 | $248K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Fisher Asset Management, LLC new | 12,059 | $244K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 10,517 | $213K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HOWE & RUSLING INC | 5,500 | $111K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 3,694 | $75K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc new | 1,580 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. trimmed | 419 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY | 289 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Focus Partners Wealth | 30,000 | $608K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SPWM Advisors LLC new | 26,673 | $540K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| LPL Financial LLC | 24,752 | $501K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 16,725 | $339K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 4,790 | $97K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 3,272 | $66K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN trimmed | 319 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Park Edge Advisors, LLC trimmed | 127,715 | $3M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Strive Asset Management, LLC added | 64,239 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Newbridge Financial Services Group, Inc. new | 20,241 | $410K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WT Wealth Management trimmed | 17,622 | $357K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management | 5,000 | $101K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 142,378 | $3M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| L.M. KOHN & COMPANY added | 99,649 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC new | 25,100 | $510K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. | 23,500 | $478K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| World Investment Advisors trimmed | 17,971 | $365K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| OneDigital Investment Advisors LLC added | 13,227 | $269K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 4,993 | $101K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 3,314 | $68K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 268 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.